Tax Planning with Retirement Plans WEBCAST

Wednesday, June 22 11:00am - 1:00pm PDT

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Your Desk

2.0 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

2021 was the first year that clients could take advantage of the SECURE Act’s retroactive plan adoption provisions. Businesses usually don’t have financial results finalized for a tax year until after the close of the taxable year and this new extended deadline will give companies extra time to decide whether a retirement plan may be beneficial, and if so, retroactively adopt a new qualified plan to get the benefits of tax deductions for the taxable year just ended. Coupled with the change in available tax credits for adopting new plans, this gives you a huge opportunity to shelter some taxable income with the full benefit of hindsight.

Highlights

An objective look at retirement plan selection, as well as the pros and cons of different plan types, will make you an even more valuable resource to your clients.

Prerequisites

None.

Designed For

CPAs, financial advisors, and all-around good eggs.

Objectives

Identifying tax-favored planning opportunities for your clients.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Mark Clark

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.

Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine’s CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

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Non-Member Price $119.00

Member Price $89.00